Project
AI Automations
Every number in the free evaluation — cost per lead, set rate, demo rate, close rate, NSLI — is worth far more when it updates by itself than when somebody rebuilds a spreadsheet every Monday. An automated dashboard means a slump shows up as a specific stage of the funnel, in the week it happens, instead of as a bad month you work out afterward.
What gets built
- A dashboard pulling from your CRM and ad platforms on a schedule
- Your whole funnel in one view — raw leads through to net sales
- Per-rep and company-wide breakdowns, so a slump is traceable to a person and a stage
- The benchmarks from the playbooks built in, so numbers arrive already judged
- Reporting that lands in your inbox rather than waiting for you to open it
The AI subscription — and why it isn't included
These automations run on an AI model, and you buy that subscription directly rather than through me. That is deliberate. You own the account, you control the spend, there is no markup on top, and if we ever stop working together nothing switches off. I will recommend Claude Code — it is what I build with, and what these automations are tuned against — but the choice is yours and I will work with what you pick.
How it runs
- Free 30-minute call — What you're tracking now, what you wish you could see, and which systems hold the data.
- Scope and quote — The specific views, the data sources, and the number — before anything is built.
- Connect and build — Data sources wired up, dashboard built, numbers checked against your own records.
- Handover — You get it running on your own subscription, with the setup documented so it is yours.
What it costs
Quoted after a free 30-minute consultation. What a dashboard costs depends on where your data lives and how much of it has to be pulled together — and other automations, like follow-up sequences, reporting, or data cleanup, vary far too much to price off a page. You will have a firm number before anything begins, and you carry your own AI subscription directly on top of it.
Tell us what you need
Send a request
Rather write it down than book a call? Describe what you're after and you'll get a reply with a straight answer on whether it's a fit, roughly what it would cost, and how long it would take.
If it's easier to talk it through, book the free 30 minutes instead.
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Still deciding?
The call is free and there's no pitch. If this isn't the right thing for your business, you'll be told that.